Home Documents 4. Signing a Required Document

4. Signing a Required Document

Last updated on May 01, 2026

If you've been added to a profile that has a Required Document (Client Plan of Care, Behavior Support Plan, etc.), you'll need to sign it before BEHCA lets you track data on that profile.

Self-reporters are exempt. If you're the person being tracked (an observable), you don't sign your own care plan. The system skips you automatically.

How you'll know to sign

  • A banner appears on the Daily / Track page or Profile screen if there are pending signatures.

  • The banner links to the Required Documents page for that profile.

  • If you try to log a daily entry or start an EVV visit before signing, BEHCA blocks the action with a message: "You need to sign the Required Document(s) first."

Signing on the web

  1. Sign in at app.behca.com (US) or au.behca.com (Australia).

  2. Open the profile (or click the banner).

  3. Open DocumentsRequired Documents.

  4. Click the document you need to sign.

  5. Read the document — scroll through it in the viewer. It should match what your manager described.

  6. Find the Sign section below the document.

  7. Type your name in the signature field. As you type, your name appears in a script font — that's your "signature".

  8. Verify your role (e.g. Manager, Staff) and title (e.g. Behavior Therapist) — these are filled in automatically from your team record.

  9. Tick the "I have read and agree to this document" acknowledgment.

  10. Click Sign.

You'll see a confirmation. Your name appears in the signatures list immediately.

Signing on mobile

The signing flow works on mobile too — open the Profile tab → Documents → tap the Required Document → scroll, read, type your name, sign.

Signing is best done on a stable connection — interrupted signing may not save. If signing fails, try again from the same screen.

Why typed name only?

BEHCA uses typed-name signatures rather than drawn signatures because:

  • They're consistent and legible.

  • They work the same on web and mobile.

  • They're functionally equivalent for compliance — your typed name + role/title + timestamp + IP audit trail is a valid electronic signature.

The script font is for visual recognition; the legal weight is the typed name plus timestamp.

Your role and title

These are pulled from your manager_staffs record for the organization that owns the profile. You can't change them at sign-time:

  • Role — Billing / Manager / Staff / Guest.

  • Title — your job title (Behavior Therapist, Direct Support Professional, Nurse, etc.).

If your role or title is wrong, ask your Manager to update your team record before signing.

What if I don't have a role in this organization?

If you're somehow on the profile without being a member of the organization (rare edge case), you can't sign — there's no role/title to attach to the signature. Talk to your Manager to add you to the team list properly.

Re-signing after a new version

When the Manager uploads a major version (v1.0 → v2.0):

  • All previous signatures from that major line are invalidated.

  • You'll see the Required Document banner again.

  • Sign the new version using the same flow.

For minor version updates (v1.0 → v1.1), your existing signature remains valid — no re-sign needed.

Viewing past versions

Open the Required Document and look for Version History. You can view past versions (and your past signatures on them) for reference, even after signing the latest.

What happens after I sign

  • The tracking gate lifts — you can log daily entries and start EVV visits.

  • Your signature shows in the document's signature list, visible to Managers.

  • The compliance PDF (downloadable by Managers) includes your signature in its appendix.

Common questions

  • Can I read the document on mobile and sign on web later? — Yes. The signature is a single moment; reading first is fine.

  • What if I disagree with the document? — Don't sign. Talk to your Manager about the concern. Signing is an attestation; do it honestly.

  • Can I un-sign / withdraw my signature? — No, once signed it's recorded. If your circumstances change and you need to withdraw, contact your Manager — they may issue a major version update which would invalidate everyone's signatures.

  • Why is the page blocking me from tracking? — There's a Required Document you haven't signed. Open the profile's Documents tab to find which one.